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Form 1040 2014 (99) Department of the TreasuryInternal Revenue Service U.S.

Individual Income Tax Return For the year Jan. 1Dec. 31, 2014, or other tax year
beginning Your first name and initial OMB No. 1545-0074 , 2014, ending IRS Use Only
Do not write or staple in this space. See separate instructions. , 20 Last name
Magdalena Your social security number Schmitz 294-83-2845 Last name If a joint
return, spouses first name and initial Spouses social security number Apt. no.
Home address (number and street). If you have a P.O. box, see instructions. Make
sure the SSN(s) above and on line 6c are correct. 623 S. Liberty Road City, town or
post office, state, and ZIP code. If you have a foreign address, also complete
spaces below (see instructions). Presidential Election Campaign Check here if you,
or your spouse if filing jointly, want $3 to go to this fund. Checking Foreign
postal code a box below will not change your tax or refund. You Spouse Bedford PA
15522 Foreign country name Filing Status Check only one box. Exemptions Foreign
province/state/county 1 2 3 Single Married filing jointly (even if only one had
income) 6a b c childs name here. 5 Qualifying widow(er) with dependent child
Yourself. If someone can claim you as a dependent, do not check box 6a . Spouse .
Dependents: . Alyssa Tyler Connor . . . . . . . . . . (2) Dependents social
security number Last name Schmitz Schmitz Schmitz d Head of household (with
qualifying person). (See instructions.) If the qualifying person is a child but not
your dependent, enter this Married filing separately. Enter spouses SSN above and
full name here. (1) First name If more than four dependents, see instructions and
check here 4 . . . . . . . (4) if child under age 17 qualifying for child tax
credit (see instructions) } . 3 Dependents on 6c not entered above . . . . . . . .
7 . 8b . . . . . . . . . 8a . . . . . . . 9a 10 11 Qualified
dividends . . . . . . . . . . . 9b Taxable refunds, credits, or offsets of state
and local income taxes Alimony received . . . . . . . . . . . . . . . . . . . . . .
. . . . . 10 11 325. 12 13 14 Business income or (loss). Attach Schedule C or C-
EZ . . . . . . . . Capital gain or (loss). Attach Schedule D if required. If not
required, check here Other gains or (losses). Attach Form
4797 . . . . . . . . . . . . . . 4,820. . . 12 13 14 15a 16a 17 IRA distributions .
15a b Taxable amount . . . Pensions and annuities 16a b Taxable amount . . . Rental
real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule
E 15b 16b 17 Farm income or (loss). Attach Schedule F . Unemployment compensation .
. . . Social security benefits 20a 18 19 20b Other income. List type and amount
Combine the amounts in the far right column for lines 7 through 21. This is your
total income 23 Educator expenses 24 Certain business expenses of reservists,
performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZ
25 Health savings account deduction. Attach Form 8889 . 24 25 Moving expenses.
Attach Form 3903 . . . . . . Deductible part of self-employment tax. Attach
Schedule SE . Self-employed SEP, SIMPLE, and qualified plans . . 26 27 28 Self-
employed health insurance deduction Penalty on early withdrawal of
savings . . . . . . . . . . 32 33 34 Alimony paid b Recipients SSN IRA deduction .
. . . . . . Student loan interest deduction . . Tuition and fees. Attach Form
8917 . 29 30 31a . . . . . . . . . . . . 32 33 34 35 36 37 Domestic production
activities deduction. Attach Form 8903 35 Add lines 23 through 35 . . . . . . . . .
. . . . Subtract line 36 from line 22. This is your adjusted gross income Wages,
salaries, tips, etc. Attach Form(s) W-2 . . . . Taxable interest. Attach Schedule B
if required . Tax-exempt interest. Do not include on line 8a . Ordinary dividends.
Attach Schedule B if required . . . . . . . b . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . 4 . 7 . Add numbers on lines above . 8a b 9a . 1 did
not live with you due to divorce or separation (see instructions) Daughter Son
Son . Boxes checked on 6a and 6b No. of children on 6c who: lived with you 29 30
31a Adjusted Gross Income . . . 26 27 28 If you did not get a W-2, see
instructions. . . . 21 22 Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-
R if tax was withheld. . . . 18 19 20a Income . . (3) Dependents relationship to
you 824-84-8456 824-34-9584 824-56-2984 Total number of exemptions claimed . .
50,885. 3,510. 3,800. . . . . . . . . . . . . b Taxable amount . . . . . . . . . 21
22 59,540. 23 3,224. 341. . . . . . . For Disclosure, Privacy Act, and Paperwork
Reduction Act Notice, see separate instructions. BAA . . . . . 36 37 REV 12/31/14
TTW Form 3,565. 55,975. 1040 (2014) Page 2 55,975. Form 1040 (2014) 38 Amount from
line 37 (adjusted gross income) Tax and Credits 39a Check if: If your spouse
itemizes on a separate return or you were a dual-status alien, check here 39b
Standard Deduction for People who check any box on line 39a or 39b or who can be
claimed as a dependent, see instructions. All others: Single or Married filing
separately, $6,200 Married filing jointly or Qualifying widow(er), $12,400 Head of
household, $9,100 40 41 Itemized deductions (from Schedule A) or your standard
deduction (see left margin) Subtract line 40 from line 38 . . . . . . . . . . . . .
. . . . . . 42 43 Exemptions. If line 38 is $152,525 or less, multiply $3,950 by
the number on line 6d. Otherwise, see instructions Taxable income. Subtract line 42
from line 41. If line 42 is more than line 41, enter -0- . . Form 4972 c Tax (see
instructions). Check if any from: a Form(s) 8814 b b { . . . . . You were born
before January 2, 1950, Spouse was born before January 2, 1950, . . Blind. Blind.
44 45 46 Alternative minimum tax (see instructions). Attach Form 6251 . Excess
advance premium tax credit repayment. Attach Form 8962 47 48 Add lines 44, 45, and
46 . . . . . . . Foreign tax credit. Attach Form 1116 if required . . . . . . . . .
Direct deposit? See instructions. Amount You Owe Third Party Designee Sign Here
Joint return? See instructions. Keep a copy for your records. Paid Preparer Use
Only . . . 38 Total boxes checked 39a . . . . . . . . . . . . . 48 . . . . . . . 43
44 45 46 47 . . . 1,435. . . . . . Unreported social security and Medicare tax from
Form: a First-time homebuyer credit repayment. Attach Form 5405 if required . . . .
. . . . . Additional tax on IRAs, other qualified retirement plans, etc. Attach
Form 5329 if required . . . . . . . 4137 . . . . b . . . . . . . . . . 58 59 60a
60b Health care: individual responsibility (see instructions) Full-year
coverage . . . . . Form 8960 c Taxes from: a Form 8959 b Instructions; enter
code(s) Add lines 56 through 62. This is your total tax . . . . . . . . . . . . .
1,100. 64 Federal income tax withheld from Forms W-2 and 1099 . . 2014 estimated
tax payments and amount applied from 2013 return 65 Earned income credit
(EIC) . . . . . . . . . . 66a Nontaxable combat pay election 66b Additional child
tax credit. Attach Schedule 8812 . . . . . . . . 63 681. 74 1,665. 984. 984. 68 69
70 . . 61 62 565. 67 . . . 3,079. 0. 681. 55 56 57 . . . 71 72 Credits from Form: a
2439 b Reserved c Reserved d 73 Add lines 64, 65, 66a, and 67 through 73. These are
your total payments . Excess social security and tier 1 RRTA tax withheld Credit
for federal tax on fuels. Attach Form 4136 75 76a . . . . . . . . . . . . . . . . .
8919 Household employment taxes from Schedule H . American opportunity credit from
Form 8863, line 8 . Net premium tax credit. Attach Form 8962 . . . . Amount paid
with request for extension to file . . . 67 68 69 70 71 72 3,079. 600. 1,044. 58 59
60a 64 65 66a b 13,620. 42,355. 15,800. 26,555. 3,079. 40 41 42 Self-employment
tax. Attach Schedule SE 52 53 54 55 73 74 Refund . 49 50 51 Credit for child and
dependent care expenses. Attach Form 2441 Education credits from Form 8863, line 19
. . . . . Retirement savings contributions credit. Attach Form 8880 Child tax
credit. Attach Schedule 8812, if required . . . 62 63 If you have a qualifying
child, attach Schedule EIC. . . . b 61 Payments } . 52 Residential energy credits.
Attach Form 5695 . . . . 53 3800 b 8801 c Other credits from Form: a 54 Add lines
48 through 54. These are your total credits . . . . . Subtract line 55 from line
47. If line 55 is more than line 47, enter -0- 49 50 51 56 57 Other Taxes . . . . .
. . . . If line 74 is more than line 63, subtract line 63 from line 74. This is the
amount you overpaid 75 Amount of line 75 you want refunded to you. If Form 8888 is
attached, check here . 76a Routing number c Type: Checking Savings X X X X X X X X
X X X X X X X X X X X X X X X X X X Account number 77 Amount of line 75 you want
applied to your 2015 estimated tax 77 78 Amount you owe. Subtract line 74 from line
63. For details on how to pay, see instructions 78 79 Estimated tax penalty (see
instructions) . . . . . . . 79 Do you want to allow another person to discuss this
return with the IRS (see instructions)? Yes. Complete below. b d No Personal
identification number (PIN) Phone no. Designees name Under penalties of perjury, I
declare that I have examined this return and accompanying schedules and statements,
and to the best of my knowledge and belief, they are true, correct, and complete.
Declaration of preparer (other than taxpayer) is based on all information of which
preparer has any knowledge. Your signature Date Your occupation Daytime phone
number Spouses signature. If a joint return, both must sign. Date Spouses
occupation Real Estate Agent Print/Type preparers name Firms name Firms address
www.irs.gov/form1040 Preparers signature Self-Prepared Date If the IRS sent you an
Identity Protection PIN, enter it here (see inst.) PTIN Check if self-employed
Firm's EIN Phone no. REV 12/31/14 TTW Form 1040 (2014)
SCHEDULE A (Form 1040) OMB No. 1545-0074 Itemized Deductions Department of the
Treasury Internal Revenue Service (99) Information about Schedule A and its
separate instructions is at www.irs.gov/schedulea. Attach to Form 1040. Name(s)
shown on Form 1040 Magdalena Schmitz Medical and Dental Expenses Taxes You Paid 1 2
3 4 5 6 7 8 Interest You Paid Note. Your mortgage interest deduction may be limited
(see instructions). 294-83-2845 Caution. Do not include expenses reimbursed or paid
by others. Medical and dental expenses (see instructions) . . . . . 55,975. Enter
amount from Form 1040, line 38 2 Multiply line 2 by 10% (.10). But if either you or
your spouse was born before January 2, 1950, multiply line 2 by 7.5% (.075) instead
Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . State and
local (check only one box): a Income taxes, or . . . . . . . . . . . b General
sales taxes Real estate taxes (see instructions) . . . . . . . . . Personal
property taxes . . . . . . . . . . . . . Other taxes. List type and amount } 3 .
5,598. . . . . . . 5 6 7 4 0. 9 1,775. 15 6,845. 5,000. 825. 950. 8 9 Add lines 5
through 8 . . . . . . . . . . . . . . . . 10 Home mortgage interest and points
reported to you on Form 1098 10 11 Home mortgage interest not reported to you on
Form 1098. If paid to the person from whom you bought the home, see instructions
and show that persons name, identifying no., and address 20 Casualty or theft
loss(es). Attach Form 4684. (See instructions.) . 2,230. 1 11 12 Points not
reported to you on Form 1098. See instructions for special
rules . . . . . . . . . . . . . . . . . 12 13 Mortgage insurance premiums (see
instructions) . . . . . 13 14 Investment interest. Attach Form 4952 if required.
(See instructions.) 14 15 Add lines 10 through 14 . . . . . . . . . . . . . . .
Gifts to 16 Gifts by cash or check. If you made any gift of $250 or more, see
instructions . . . . . . . . . . . . . . . . 16 Charity 17 Other than by cash or
check. If any gift of $250 or more, see If you made a gift and got a instructions.
You must attach Form 8283 if over $500 . . . 17 benefit for it, 18 Carryover from
prior year . . . . . . . . . . . . 18 see instructions. 19 Add lines 16 through
18 . . . . . . . . . . . . . . . Casualty and Theft Losses 2014 Attachment Sequence
No. 07 Your social security number . . . . . . . 6,845. . . . . . .
5,000. . . . . . . 19 . . . . . . 20 . . . . . 27 Job Expenses 21 Unreimbursed
employee expensesjob travel, union dues, and Certain job education, etc. Attach
Form 2106 or 2106-EZ if required. Miscellaneous 21 (See instructions.) Deductions
22 Tax preparation fees . . . . . . . . . . . . . 22 23 Other expensesinvestment,
safe deposit box, etc. List type and amount Other Miscellaneous Deductions 24 25 26
27 28 23 Add lines 21 through 23 . . . . . . . . . . . . 24 Enter amount from Form
1040, line 38 25 Multiply line 25 by 2% (.02) . . . . . . . . . . . 26 Subtract
line 26 from line 24. If line 26 is more than line 24, enter -0- . Otherfrom list
in instructions. List type and amount 28 29 Is Form 1040, line 38, over $152,525?
Total Itemized No. Your deduction is not limited. Add the amounts in the far right
column for lines 4 through 28. Also, enter this amount on Form 1040, line 40.
Deductions } . Yes. Your deduction may be limited. See the Itemized Deductions
Worksheet in the instructions to figure the amount to enter. 30 If you elect to
itemize deductions even though they are less than your standard deduction, check
here . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see
Form 1040 instructions. BAA REV 12/30/14 TTW . 29 13,620. Schedule A (Form 1040)
2014 SCHEDULE B OMB No. 1545-0074 Interest and Ordinary Dividends (Form 1040A or
1040) Attach to Form 1040A or 1040. Information about Schedule B and its
instructions is at www.irs.gov/scheduleb. Department of the Treasury Internal
Revenue Service (99) Name(s) shown on return Magdalena Schmitz Part I 1 Interest
2014 Attachment Sequence No. 08 Your social security number 294-83-2845 Amount List
name of payer. If any interest is from a seller-financed mortgage and the buyer
used the property as a personal residence, see instructions on back and list this
interest first. Also, show that buyers social security number and address First
Bank of Bedford General Electric Bond 310. 3,200. (See instructions on back and the
instructions for Form 1040A, or Form 1040, line 8a.) Note. If you received a Form
1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the
firms name as the payer and enter the total interest shown on that form. Part II 1
2 3 Add the amounts on line 1 . . . . . . . . . . Excludable interest on series EE
and I U.S. savings Attach Form 8815 . . . . . . . . . . . . . 4 Subtract line 3
from line 2. Enter the result here and 1040, line 8a . . . . . . . . . . . . . .
Note. If line 4 is over $1,500, you must complete Part III. List name of payer
5 . . . . . . . . bonds issued after 1989. . . . . . . . . on Form 1040A, or Form .
. . . . . . . 3,510. 2 3 4 3,510. Amount Ordinary Dividends (See instructions on
back and the instructions for Form 1040A, or Form 1040, line 9a.) Note. If you
received a Form 1099-DIV or substitute statement from a brokerage firm, list the
firms name as the payer and enter the ordinary dividends shown on that form. Part
III Foreign Accounts and Trusts (See instructions on back.) 5 6 Add the amounts on
line 5. Enter the total here and on Form 1040A, or Form 6 1040, line 9a . . . . . .
. . . . . . . . . . . . . . . . Note. If line 6 is over $1,500, you must complete
Part III. You must complete this part if you (a) had over $1,500 of taxable
interest or ordinary dividends; (b) had a foreign account; or (c) received a
distribution from, or were a grantor of, or a transferor to, a foreign trust. 7a
Yes No At any time during 2014, did you have a financial interest in or signature
authority over a financial account (such as a bank account, securities account, or
brokerage account) located in a foreign country? See instructions . . . . . . . . .
. . . . . . . . . . . . . . . If Yes, are you required to file FinCEN Form 114,
Report of Foreign Bank and Financial Accounts (FBAR), to report that financial
interest or signature authority? See FinCEN Form 114 and its instructions for
filing requirements and exceptions to those requirements . . . . . . b If you are
required to file FinCEN Form 114, enter the name of the foreign country where the
financial account is located 8 During 2014, did you receive a distribution from, or
were you the grantor of, or transferor to, a foreign trust? If Yes, you may have
to file Form 3520. See instructions on back . . . . . . For Paperwork Reduction Act
Notice, see your tax return instructions. BAA REV 11/10/14 TTW Schedule B (Form
1040A or 1040) 2014 Net Profit From Business SCHEDULE C-EZ (Form 1040) OMB No.
1545-0074 Department of the Treasury Internal Revenue Service (99) Name of
proprietor Attachment Sequence No. 09A Social security number (SSN) Magdalena
Schmitz Part I 294-83-2845 General Information You May Use Schedule C-EZ Instead of
Schedule C Only If You: Had business expenses of $5,000 or less. Had no
employees during the year. Are not required to file Form 4562, Depreciation and
Amortization, for this business. See the instructions for Schedule C, line 13, to
find out if you must file. Do not deduct expenses for business use of your home.
Use the cash method of accounting. Did not have an inventory at any time during
the year. And You: Did not have a net loss from your business. Had only one
business as either a sole proprietor, qualified joint venture, or statutory
employee. A 2014 (Sole Proprietorship) Partnerships, joint ventures, etc.,
generally must file Form 1065 or 1065-B. Attach to Form 1040, 1040NR, or 1041. See
instructions on page 2. Do not have prior year unallowed passive activity losses
from this business. B Enter business code (see page 2) Principal business or
profession, including product or service Photography 5 4 1 9 2 0 D Enter your EIN
(see page 2) C Business name. If no separate business name, leave blank. E Business
address (including suite or room no.). Address not required if same as on page 1 of
your tax return. 623 S. Liberty Road City, town or post office, state, and ZIP code
Bedford, PA 15522 Did you make any payments in 2014 that would require you to file
Form(s) 1099? (see the Schedule C instructions) . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . F G If Yes, did you or will you file required Forms 1099?
. Part II . . . . . . . . . . . . . . . Yes Yes . No No Figure Your Net Profit
Gross receipts. Caution. If this income was reported to you on Form W-2 and the
Statutory employee box on that form was checked, see Statutory employees in the
instructions for Schedule C, line 1, and check here . . . . . . . . . . . . . . . .
. . 1 6,500. 2 Total expenses (see page 2). If more than $5,000, you must use
Schedule C . 2 1,680. 3 Net profit. Subtract line 2 from line 1. If less than zero,
you must use Schedule C. Enter on both Form 1040, line 12, and Schedule SE, line 2,
or on Form 1040NR, line 13 and Schedule SE, line 2 (see instructions). (Statutory
employees do not report this amount on Schedule SE, line 2.) Estates and trusts,
enter on Form 1041, line 3 . . . . . . . . . . . . . . . . . 3 4,820. 1 Part
III . . . . . . Information on Your Vehicle. Complete this part only if you are
claiming car or truck expenses on line 2. 4 When did you place your vehicle in
service for business purposes? (month, day, year) 5 Of the total number of miles
you drove your vehicle during 2014, enter the number of miles you used your vehicle
for: a Business . b Commuting (see page 2) c 6 Was your vehicle available for
personal use during off-duty hours? . . . . . .
. . . . . . Yes No 7 Do you (or your spouse) have another vehicle available for
personal use? . . . . . . . . . . . Yes No 8a Do you have evidence to support your
deduction? . . . . . . . Yes No . . . . . . . Yes No b If Yes, is the evidence
written? . . . . . . . Other . . . . . . . . . . . . . . . . . . . . . . For
Paperwork Reduction Act Notice, see the separate instructions for Schedule C (Form
1040). BAA REV 11/26/14 TTW Schedule C-EZ (Form 1040) 2014 SCHEDULE SE (Form 1040)
Department of the Treasury Internal Revenue Service (99) OMB No. 1545-0074 Self-
Employment Tax 2014 Information about Schedule SE and its separate instructions is
at www.irs.gov/schedulese. Attachment Sequence No. 17 Attach to Form 1040 or Form
1040NR. Name of person with self-employment income (as shown on Form 1040 or Form
1040NR) Magdalena Schmitz Social security number of person with self-employment
income 294-83-2845 Before you begin: To determine if you must file Schedule SE, see
the instructions. May I Use Short Schedule SE or Must I Use Long Schedule SE? Note.
Use this flowchart only if you must file Schedule SE. If unsure, see Who Must File
Schedule SE in the instructions. Did you receive wages or tips in 2014? No Are you
a minister, member of a religious order, or Christian Science practitioner who
received IRS approval not to be taxed on earnings from these sources, but you owe
self-employment tax on other earnings? Yes Was the total of your wages and tips
subject to social security or railroad retirement (tier 1) tax plus your net
earnings from self-employment more than $117,000? Yes No Are you using one of the
optional methods to figure your net earnings (see instructions)? No Did you receive
tips subject to social security or Medicare tax that you did not report to your
employer? Yes Yes No No Did you receive church employee income (see instructions)
reported on Form W-2 of $108.28 or more? Yes Yes No Did you report any wages on
Form 8919, Uncollected Social Security and Medicare Tax on Wages? Yes No You may
use Short Schedule SE below You must use Long Schedule SE on page 2 Section AShort
Schedule SE. Caution. Read above to see if you can use Short Schedule SE. 1a Net
farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1
(Form 1065), box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . b If
you received social security retirement or disability benefits, enter the amount of
Conservation Reserve Program payments included on Schedule F, line 4b, or listed on
Schedule K-1 (Form 1065), box 20, code Z 2 3 4 5 6 Net profit or (loss) from
Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065), box 14, code
A (other than farming); and Schedule K-1 (Form 1065-B), box 9, code J1. Ministers
and members of religious orders, see instructions for types of income to report on
this line. See instructions for other income to report . . . . . . . . . . . . . .
Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . Multiply line
3 by 92.35% (.9235). If less than $400, you do not owe self-employment tax; do not
file this schedule unless you have an amount on line 1b . . . . . . . . . . . Note.
If line 4 is less than $400 due to Conservation Reserve Program payments on line
1b, see instructions. Self-employment tax. If the amount on line 4 is: $117,000
or less, multiply line 4 by 15.3% (.153). Enter the result here and on Form 1040,
line 57, or Form 1040NR, line 55 More than $117,000, multiply line 4 by 2.9%
(.029). Then, add $14,508 to the result. Enter the total here and on Form 1040,
line 57, or Form 1040NR, line 55 . . . . . . . Deduction for one-half of self-
employment tax. Multiply line 5 by 50% (.50). Enter the result here and on Form
1040, line 27, or Form 1040NR, line 27 . . . . . . . . 341. 6 For Paperwork
Reduction Act Notice, see your tax return instructions. BAA REV 10/29/14 TTW 1a 1b
( ) 2 3 4,820. 4,820. 4 4,451. 5 681. Schedule SE (Form 1040) 2014 Form
2441 .......... Attach to Form 1040, Form 1040A, or Form 1040NR. Department of the
Treasury Internal Revenue Service (99) OMB No. 1545-0074 1040 1040A. . ........
Child and Dependent Care Expenses 2014 1040NR 2441 Information about Form 2441 and
its separate instructions is at www.irs.gov/form2441. Attachment Sequence No. 21
Your social security number Name(s) shown on return Magdalena Schmitz 294-83-2845
Part I Persons or Organizations Who Provided the CareYou must complete this part.
(If you have more than two care providers, see the instructions.) 1 (a) Care
providers name (b) Address (number, street, apt. no., city, state, and ZIP code)
(c) Identifying number (SSN or EIN) 452 S. Patriot Road Bedford PA 15522 Horizon
Day Care (d) Amount paid (see instructions) 43-6598324 4,250. No Complete only Part
II below. Did you receive dependent care benefits? Yes Complete Part III on the
back next. Caution. If the care was provided in your home, you may owe employment
taxes. If you do, you cannot file Form 1040A. For details, see the instructions for
Form 1040, line 60a, or Form 1040NR, line 59a. Part II 2 Credit for Child and
Dependent Care Expenses Information about your qualifying person(s). If you have
more than two qualifying persons, see the instructions. (b) Qualifying persons
social security number (a) Qualifying persons name Last First Connor Schmitz 824-
56-2984 3 Add the amounts in column (c) of line 2. Do not enter more than $3,000
for one qualifying person or $6,000 for two or more persons. If you completed Part
III, enter the amount from line
31 . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Enter your earned
income. See instructions . . . . . . . . . . . . . . . If married filing jointly,
enter your spouses earned income (if you or your spouse was a student or was
disabled, see the instructions); all others, enter the amount from line 4 . 6 7
Enter the smallest of line 3, 4, or 5 . . . . . . . Enter the amount from Form
1040, line 38; Form 1040A, line 22; or Form 1040NR, line 37. . . . . 8 11 Decimal
amount is $015,000 15,00017,000 17,00019,000 19,00021,000 21,00023,000 23,000
25,000 25,00027,000 27,00029,000 10 . . . . . . . . 4,250. . 3,000. 55,364. 5 6
55,364. 3,000. 8 . 3 4 X 55,975. 7 Enter on line 8 the decimal amount shown below
that applies to the amount on line 7 If line 7 is: But not over Over 9 . (c)
Qualified expenses you incurred and paid in 2014 for the person listed in column
(a) If line 7 is: .35 .34 .33 .32 .31 .30 .29 .28 Over But not over $29,00031,000
31,00033,000 33,00035,000 35,00037,000 37,00039,000 39,00041,000 41,00043,000
43,000No limit Decimal amount is .27 .26 .25 .24 .23 .22 .21 .20 Multiply line 6
by the decimal amount on line 8. If you paid 2013 expenses in 2014, see the
instructions . . . . . . . . . . . . . . . . . . . . . . . . . Tax liability limit.
Enter the amount from the Credit Limit Worksheet in the instructions. . . . . . .
3,079. 10 Credit for child and dependent care expenses. Enter the smaller of line 9
or line 10 here and on Form 1040, line 49; Form 1040A, line 31; or Form 1040NR,
line 47 . . . . For Paperwork Reduction Act Notice, see your tax return
instructions. BAA 9 11 REV 12/15/14 TTW .20 600. 600. Form 2441 (2014) SCHEDULE
8812 (Form 1040A or 1040) Child Tax Credit Attach to Form 1040, Form 1040A, or Form
1040NR. Department of the Treasury Internal Revenue Service (99) Name(s) shown on
return OMB No. 1545-0074 1040 1040A 1040NR Information about Schedule 8812 and its
separate instructions is at www.irs.gov/schedule8812. 2014 8812 Attachment Sequence
No. 47 Your social security number Magdalena Schmitz 294-83-2845 Part I Filers Who
Have Certain Child Dependent(s) with an ITIN (Individual Taxpayer Identification
Number) ! CAUTION Complete this part only for each dependent who has an ITIN and
for whom you are claiming the child tax credit. If your dependent is not a
qualifying child for the credit, you cannot include that dependent in the
calculation of this credit. Answer the following questions for each dependent
listed on Form 1040, line 6c; Form 1040A, line 6c; or Form 1040NR, line 7c, who has
an ITIN (Individual Taxpayer Identification Number) and that you indicated is a
qualifying child for the child tax credit by checking column (4) for that
dependent. A For the first dependent identified with an ITIN and listed as a
qualifying child for the child tax credit, did this child meet the substantial
presence test? See separate instructions. Yes B No For the second dependent
identified with an ITIN and listed as a qualifying child for the child tax credit,
did this child meet the substantial presence test? See separate instructions. Yes
No For the third dependent identified with an ITIN and listed as a qualifying child
for the child tax credit, did this child meet the substantial presence test? See
separate instructions. C Yes No For the fourth dependent identified with an ITIN
and listed as a qualifying child for the child tax credit, did this child meet the
substantial presence test? See separate instructions. D Yes No Note. If you have
more than four dependents identified with an ITIN and listed as a qualifying child
for the child tax credit, see the instructions and check here . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . Part II 1 Additional Child Tax
Credit Filers 1040 filers: 1040A filers: 1040NR filers: Enter the amount from line
6 of your Child Tax Credit Worksheet (see the Instructions for Form 1040, line 52).
Enter the amount from line 6 of your Child Tax Credit Worksheet (see the
Instructions for Form 1040A, line 35). Enter the amount from line 6 of your Child
Tax Credit Worksheet (see the Instructions for Form 1040NR, line 49). If you used
Pub. 972, enter the amount from line 8 of the Child Tax Credit Worksheet in the
publication. 2 3 4a b 5 6 } Enter the amount from Form 1040, line
52; Form 1040A, line 35; or Form 1040NR, line 49 . . . . . Subtract line 2 from
line 1. If zero, stop; you cannot take this credit . . . . . . . . . . . . .
55,364. Earned income (see separate instructions) . . . . . . . . . . . 4a
Nontaxable combat pay (see separate 4b instructions) . . . . . . . . . . . Is the
amount on line 4a more than $3,000? No. Leave line 5 blank and enter -0- on line 6.
52,364. Yes. Subtract $3,000 from the amount on line 4a. Enter the result . . . 5
Multiply the amount on line 5 by 15% (.15) and enter the result . . . . . . . . . .
. . . . Next. Do you have three or more qualifying children? No. If line 6 is zero,
stop; you cannot take this credit. Otherwise, skip Part III and enter the smaller
of line 3 or line 6 on line 13. Yes. If line 6 is equal to or more than line 3,
skip Part III and enter the amount from line 3 on line 13. Otherwise, go to line 7.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV
11/26/14 TTW 1 2,000. 2 3 1,435. 565. 6 7,855. Schedule 8812 (Form 1040A or 1040)
2014 Page 2 Schedule 8812 (Form 1040A or 1040) 2014 Part III 7 8 9 10 Certain
Filers Who Have Three or More Qualifying Children Withheld social security,
Medicare, and Additional Medicare taxes from Form(s) W-2, boxes 4 and 6. If married
filing jointly, include your spouses amounts with yours. If your employer withheld
or you paid Additional Medicare Tax or tier 1 RRTA taxes, see separate instructions
. . . . . . 1040 filers: Enter the total of the amounts from Form 1040, lines 27
and 58, plus any taxes that you identified using code UT and entered on line 62.
1040A filers: Enter -0-. 1040NR filers: Enter the total of the amounts from Form
1040NR, lines 27 and 56, plus any taxes that you identified using code UT and
entered on line 60. Add lines 7 and 8 . . . . . . . . . . . . . . . . . . . Enter
the total of the amounts from Form 1040, lines 1040 filers: 66a and 71. } 1040A
filers: 11 12 Enter the total of the amount from Form 1040A, line 42a, plus any
excess social security and tier 1 RRTA taxes withheld that you entered to the left
of line 46 (see separate instructions). 1040NR filers: Enter the amount from Form
1040NR, line 67. Subtract line 10 from line 9. If zero or less, enter -0- . . . . .
. . Enter the larger of line 6 or line 11 . . . . . . . . . . . . Next, enter the
smaller of line 3 or line 12 on line 13. Part IV 13 7 8 9 }
10 . . . . . . . . . . . . . . . . . . . . 11 12 . . . . . . . . . . 13 Additional
Child Tax Credit This is your additional child tax credit . . . . . . . . . . .
1040 1040A 565. Enter this amount on Form 1040, line 67, Form 1040A, line 43, or
Form 1040NR, line 64. 1040NR Schedule 8812 (Form 1040A or 1040) 2014 REV 11/26/14
TTW Form 8863 Department of the Treasury Internal Revenue Service (99) Education
Credits (American Opportunity and Lifetime Learning Credits) OMB No. 1545-0074
Attachment Sequence No. 50 Your social security number Name(s) shown on return
Magdalena Schmitz ! CAUTION Part I 294-83-2845 Complete a separate Part III on
page 2 for each student for whom you are claiming either credit before you complete
Parts I and II. Refundable American Opportunity Credit 1 2 After completing Part
III for each student, enter the total of all amounts from all Parts III, line 30
Enter: $180,000 if married filing jointly; $90,000 if single, head of household, or
qualifying widow(er) . . . . . . . . . . . . . 2 3 Enter the amount from Form 1040,
line 38, or Form 1040A, line 22. If you are filing Form 2555, 2555-EZ, or 4563, or
you are excluding income from Puerto Rico, see Pub. 970 for the amount to enter . .
. . . . . . 3 Subtract line 3 from line 2. If zero or less, stop; you cannot take
any education credit . . . . . . . . . . . . . . . . . . . 4 Enter: $20,000 if
married filing jointly; $10,000 if single, head of household, 5 or qualifying
widow(er) . . . . . . . . . . . . . . . . . If line 4 is: Equal to or more than
line 5, enter 1.000 on line 6 . . . . . . . . . . . . Less than line 5, divide
line 4 by line 5. Enter the result as a decimal (rounded to at least three
places) . . . . . . . . . . . . . . . . . . . . . 4 5 6 7 8 9 10 11 12 13 14 15 16
17 18 19 } . . 1 . . Multiply line 1 by line 6. Caution: If you were under age 24
at the end of the year and meet the conditions described in the instructions, you
cannot take the refundable American opportunity credit; skip line 8, enter the
amount from line 7 on line 9, and check this box . . . . Refundable American
opportunity credit. Multiply line 7 by 40% (.40). Enter the amount here and on Form
1040, line 68, or Form 1040A, line 44. Then go to line 9 below. . . . . . . . . .
Part II 2014 Attach to Form 1040 or Form 1040A. Information about Form 8863 and
its separate instructions is at www.irs.gov/form8863. . 6 7 8 Nonrefundable
Education Credits Subtract line 8 from line 7. Enter here and on line 2 of the
Credit Limit Worksheet (see instructions) 9 After completing Part III for each
student, enter the total of all amounts from all Parts III, line 31. If 10 zero,
skip lines 11 through 17, enter -0- on line 18, and go to line 19 . . . . . . . . .
. Enter the smaller of line 10 or $10,000 . . . . . . . . . . . . . . . . . . . .
11 Multiply line 11 by 20% (.20) . . . . . . . . . . . . . . . . . . . . . . . 12
Enter: $128,000 if married filing jointly; $64,000 if single, head of 64,000.
household, or qualifying widow(er) . . . . . . . . . . . . . 13 Enter the amount
from Form 1040, line 38, or Form 1040A, line 22. If you are filing Form 2555, 2555-
EZ, or 4563, or you are excluding income from 55,975. Puerto Rico, see Pub. 970 for
the amount to enter . . . . . . . . 14 Subtract line 14 from line 13. If zero or
less, skip lines 16 and 17, enter -08,025. on line 18, and go to line
19 . . . . . . . . . . . . . . . 15 Enter: $20,000 if married filing jointly;
$10,000 if single, head of household, 10,000. or qualifying widow(er) . . . . . . .
. . . . . . . . . . 16 If line 15 is: Equal to or more than line 16, enter 1.000
on line 17 and go to line 18 Less than line 16, divide line 15 by line 16. Enter
the result as a decimal (rounded to at least three
places) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Multiply
line 12 by line 17. Enter here and on line 1 of the Credit Limit Worksheet (see
instructions) 18 Nonrefundable education credits. Enter the amount from line 7 of
the Credit Limit Worksheet (see instructions) here and on Form 1040, line 50, or
Form 1040A, line 33 . . . . . . . . . . 19 For Paperwork Reduction Act Notice, see
your tax return instructions. BAA REV 10/16/14 TTW 6,500. 6,500. 1,300. 0.803
1,044. 1,044. Form 8863 (2014) Page 2 Your social security number Form 8863 (2014)
Name(s) shown on return Magdalena Schmitz ! CAUTION Part III 294-83-2845 Complete
Part III for each student for whom you are claiming either the American opportunity
credit or lifetime learning credit. Use additional copies of Page 2 as needed for
each student. Student and Educational Institution Information See instructions. 20
Student name (as shown on page 1 of your tax return) 21 Student social security
number (as shown on page 1 of your tax return) Alyssa Schmitz 22 824-84-8456
Educational institution information (see instructions) a. Name of first educational
institution b. Name of second educational institution (if any) Pennsylvania State
University (1) Address. Number and street (or P.O. box). City, town or post office,
state, and ZIP code. If a foreign address, see instructions. (1) Address. Number
and street (or P.O. box). City, town or post office, state, and ZIP code. If a
foreign address, see instructions. 1250 Happy Valley State College PA 16801 (2) Did
the student receive Form 1098-T (2) Did the student receive Form 1098-T Yes No Yes
No from this institution for 2014? from this institution for 2014? (3) Did the
student receive Form 1098-T (3) Did the student receive Form 1098-T Yes No Yes No
from this institution for 2013 with Box from this institution for 2013 with Box 2 2
filled in and Box 7 checked? filled in and Box 7 checked? If you checked No in
both (2) and (3), skip (4). If you checked No in both (2) and (3), skip (4). (4)
If you checked Yes in (2) or (3), enter the institution's (4) If you checked
Yes in (2) or (3), enter the institution's federal identification number (from
Form 1098-T). federal identification number (from Form 1098-T). 33-9876543 23 24 25
26 Has the Hope Scholarship Credit or American opportunity credit been claimed for
this student for any 4 tax years before 2014? Was the student enrolled at least
half-time for at least one academic period that began or is treated as having begun
in 2014 at an eligible educational institution in a program leading towards a
postsecondary degree, certificate, or other recognized postsecondary educational
credential? (see instructions) Yes Stop! Go to line 31 for this student. Did the
student complete the first 4 years of post-secondary education before 2014? Yes
Stop! Go to line 31 for this student. No Go to line 26. Was the student
convicted, before the end of 2014, of a felony for possession or distribution of a
controlled substance? Yes Stop! Go to line 31 for this student. No Complete
lines 27 through 30 for this student. ! CAUTION Yes Go to line 25. No Go to
line 24. No Stop! Go to line 31 for this student. You cannot take the American
opportunity credit and the lifetime learning credit for the same student in the
same year. If you complete lines 27 through 30 for this student, do not complete
line 31. American Opportunity Credit 27 28 29 30 Adjusted qualified education
expenses (see instructions). Do not enter more than $4,000 . . . Subtract $2,000
from line 27. If zero or less, enter -0- . . . . . . . . . . . . . . . . Multiply
line 28 by 25% (.25) . . . . . . . . . . .
. . . . . . . . . . . . . If line 28 is zero, enter the amount from line 27.
Otherwise, add $2,000 to the amount on line 29 enter the result. Skip line 31.
Include the total of all amounts from all Parts III, line 30 on Part I, line
1 . . . and . 27 28 29 30 Lifetime Learning Credit 31 Adjusted qualified education
expenses (see instructions). Include the total of all amounts from all Parts III,
line 31, on Part II, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . 31
6,500. Form 8863 (2014) Form 3903 Moving Expenses OMB No. 1545-0074 2014
Information about Form 3903 and its instructions is available at
www.irs.gov/form3903. Attach to Form 1040 or Form 1040NR. Department of the
Treasury Internal Revenue Service (99) Name(s) shown on return Attachment Sequence
No. 170 Your social security number Magdalena Schmitz 294-83-2845 See the Distance
Test and Time Test in the instructions to find out if you can deduct your moving
Before you begin: expenses. See Members of the Armed Forces in the instructions, if
applicable. 1 2 Transportation and storage of household goods and personal effects
(see instructions) . . . Travel (including lodging) from your old home to your new
home (see instructions). Do not include the cost of meals . . . . . . . . . . . . .
. . . . . . . . . . . 1 3,200. 2 24. 3 Add lines 1 and 2 3 3,224. 4 Enter the total
amount your employer paid you for the expenses listed on lines 1 and 2 that is not
included in box 1 of your Form W-2 (wages). This amount should be shown in box 12
of your Form W-2 with code P . . . . . . . . . . . . . . . . . . . . . . . . 4 0. 5
. . . . . . . . . . . . . . . . . . . . . . . . . . Is line 3 more than line 4? No.
You cannot deduct your moving expenses. If line 3 is less than line 4, subtract
line 3 from line 4 and include the result on Form 1040, line 7, or Form 1040NR,
line 8. Yes. Subtract line 4 from line 3. Enter the result here and on Form 1040,
line 26, or Form 1040NR, line 26. This is your moving expense deduction . . . . . .
. . . 5 For Paperwork Reduction Act Notice, see your tax return instructions. BAA
REV 11/06/14 TTW 3,224. Form 3903 (201